About

Benefits: PM Planning automatically creates documents that reflect a project’s status for people who have different project roles. Individuals are able to use the reporting capability built into ConceptDraw Solution Park for their own benefit. The report capability addresses more than just management requirements, and is a great tool to guide individual task completion. This solution from ConceptDraw Solution Park improves planning for all team members and is a strong management and productivity tool.

Also available are short Microreports that you can email to project members to keep everyone updated on project statuses, tasks, and resources.

Intended For: Project managers.

Products and Methods: Report Basket is a tool for the effective planning of different project stages. The Report Basket makes the process of reporting simple, and is a good tool for planning, communicating, making decisions, and performing analytical work.

Solution Reference

Toolbox 1. Use the mind map style to present project reports

Use the mind map style reports to document statuses, tasks, and milestones selected by time status attributes.

Tasks

Actions

Products

Use All Tasks Status Report output

All Tasks Status Report is a one click operation from the Output menu in ConceptDraw MINDMAP

MM

Use Completed Tasks Report output

Completed Tasks Report is a one click operation from the Output menu in ConceptDraw MINDMAP

MM

Use Tasks in Progress Report output

Tasks in Progress Report is a one click operation from the Output menu in ConceptDraw MINDMAP

MM

Use Unstarted Tasks Report output

Unstarted Tasks Report is a one click operation from the Output menu in ConceptDraw MINDMAP

MM

Use Critical Tasks Report output

Critical Tasks Report is a one click operation from the Output menu in ConceptDraw MINDMAP

MM

Use Overdue Tasks Report output

Overdue Tasks Report is a one click operation from the Output menu in ConceptDraw MINDMAP

MM

Use Started Tasks Report output

Started Tasks Report is a one click operation from the Output menu in ConceptDraw MINDMAP

MM

Use On-Time Tasks Report output

On-Time Tasks Report is a one click operation from the Output menu in ConceptDraw MINDMAP

MM

Use Today Tasks Report output

Today Tasks Report is a one click operation from the Output menu in ConceptDraw MINDMAP

MM

Use Tomorrow Tasks Report output

Tomorrow Tasks Report is a one click operation from the Output menu in ConceptDraw MINDMAP

MM

Use Future Tasks Report output

Future Tasks Report is a one click operation from the Output menu in ConceptDraw MINDMAP

MM

Use This Week Tasks Report output

This Week Tasks Report is a one click operation from the Output menu in ConceptDraw MINDMAP

MM

Use Next Week Tasks Report output

Next Week Tasks Report is a one click operation from the Output menu in ConceptDraw MINDMAP

MM

Use All Milestones Report output

All Milestones Report is a one click operation from the Output menu in ConceptDraw MINDMAP

MM

Use completed Milestones Report output.

Completed Milestones Report is a one click operation from the Output menu in ConceptDraw MINDMAP

MM

Use overdue Milestones Report output

Overdue Milestones Report is a one click operation from the Output menu in ConceptDraw MINDMAP

MM

Use Future Milestones Report output

Future Milestones Report is a one click operation from the Output menu in ConceptDraw MINDMAP

In ConceptDraw PROJECT, use Project Dashboard View (Ctrl+Alt+J), select project and right click to use the Today Tasks List, Today Resources List, or Nearest Milestones Microreports

PRJ, e-mail client

Use to send email that relates to an individual contribution to a project
Choices include Today Tasks List, Milestones, Objectives, Projects List, Next Tasks, and Assigned Tasks

In ConceptDraw PROJECT, use Resources View (Ctrl+Alt+R), select resource, right click, and use one the Today Tasks List, Milestones, Objectives, Projects List, Next Tasks, or Assigned Tasks Microreports

PRJ, e-mail client

Toolbox 3. Weekly reporting on a project

This is a collection of the most important reports for weekly communication about current activity and resources for project managers and senior management.

Tasks

Actions

Products

Use Current activities, weekly reports

In ConceptDraw PROJECT, use the Reports menu and select Current activities, weekly

PRJ, Excel, MM

Use Resource usage weekly

In ConceptDraw PROJECT, use the Reports menu and select Resource usage, weekly

PRJ, Excel, MM

Use Executives weekly report

In ConceptDraw PROJECT, use the Reports menu and select Executives, weekly

PRJ, Excel, MM

Toolbox 4. Monthly budget report

This is a monthly budget report that reflects actual and planned budget items and is used by project managers and senior managers.

Tasks

Actions

Products

Use to make a monthly project costs budget report

Use the Reports tab, click the Reports button, and choose Costs, monthly

PRJ, Excel, MM

Use to make a Resource Usage monthly report

Use the Reports tab, click the Reports button, and choose Resource Usage, monthly

PRJ, Excel, MM

Make an Executives monthly report

Use the Reports tab, click the Reports button, and choose Executives, monthly

PRJ, Excel, MM

Toolbox 5. Working document in planning process

This is a collection of reports used by project managers at the time of project planning and at the completion of the planning process.

Tasks

Actions

Products

Use Project Start: Comprehensive report for initial planning

Use the Reports tab click the Reports button, and choose Project start

PRJ, Excel, MM

Use Planning Reports: Daily reports for the planning process

Use the Reports tab, click the Reports button, and choose Planning Reports

PRJ, Excel, MM

Toolbox 6. Detailing, planning next phase of project

This report collection helps plan and execute a project phase.

Tasks

Actions

Products

Use Phase Report: Generate the project phase report

Use the Reports tab, click the Reports button, and choose Phase start

PRJ, Excel, MM

Toolbox 7. To sum up project results

Product information that has been summarized helps consolidate the results and finish a project.

Tasks

Actions

Products

Use Project Results Report

Use the Reports tab, click the Reports button, and choose Project finish